Finance & accounting

AI for finance & accounting

Close faster with the work shown. We give finance teams governed agents that draft entries, reconcile accounts, and assemble statements — fast on the preparation, strict on the controls, with a human approving every posting and a full audit trail underneath.

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The challenge

The close is a marathon of manual, repeatable work.

Most of month-end isn’t judgment — it’s reconciliation, tie-outs, and assembly. It’s exactly the work that’s repeatable, deadline-bound, and error-prone when done by hand under time pressure.

A manual close

Reconciliations, accruals, and statements assembled by hand, every period, against the clock.

Audit pressure

Every number needs support and a trail — reconstructed after the fact instead of captured as you go.

Thin teams

Finance teams are lean; the repetitive work crowds out the analysis that actually adds value.

What we build

Speed on the prep, control on the post.

Journal entries

Drafted with debits, credits, and supporting detail — held for review, never posted without approval.

Reconciliation

GL to subledger, bank, and intercompany — matched automatically, with reconciling items flagged for a human.

Financial statements

P&L, balance sheet, and cash flow with plain-English variance commentary.

Variance analysis

Budget vs. actual decomposed into drivers — the “why,” not just the “what.”

Month-end close

Sequenced tasks, dependencies, and status tracking that drive the close to the deadline.

Audit support

SOX sampling, workpapers, and control testing — with the trail built as the work happens.

Sage IntacctSnowflakeDatabricksBigQueryMicrosoft 365Bill.com

Proof

We’ve built AI for lending before.

Finance · Bank lending · AI platform

Bankershare

We designed and built Bankershare, an AI platform for bank lending — putting the right tools in front of lenders and borrowers. Opportunity starts with the right tools. See the case →

A typical workflow

Example: account reconciliation, end to end

The agent does the matching; your team does the judgment. Nothing posts without a person.

STEP 01

Gather

The agent pulls the GL balance and the supporting subledger or bank data for the account.

STEP 02

Match

It matches transactions, clears what ties, and isolates the exceptions that don’t.

STEP 03

Explain

For each reconciling item it drafts a proposed explanation and any correcting entry.

STEP 04

Approve & post

The accountant reviews the exceptions, approves, and the entries post with full support attached.

Solution playbook · combined systems

Combine your systems into one solution.

The skills compose. Here’s how the pieces fit together into an end-to-end solution.

Real-time close cockpit

Plug in

Sage IntacctSnowflake

We add

reconciliation agents plus a live variance dashboard

You get

a continuously-updated close with exceptions surfaced and every posting held for approval

Audit-ready by default

Plug in

Sage IntacctBox

We add

sampling and control-testing agents that build the trail as work happens

You get

workpapers ready at any time, not reconstructed at year-end

Each recipe is built from skills in the skill library →

Outcomes

What changes for your team

—

A faster close

The repetitive prep runs itself; your team works exceptions, not everything.

—

Audit-ready by default

Support and trail captured as the work happens, not reconstructed later.

—

Analysts, not clerks

Free your team to do the analysis the business actually needs.

Every workflow here runs governed — connected over MCP, REST, A2A, or a custom worker, with PII stripped, external actions parked for your approval, and a full audit trail. Why that matters →

Get started

Let’s shorten your close.

We’ll start with one account class or one close task, prove it against your ledger, and expand — with every posting under human approval.

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